Can we create our own roles?

Yes. Roles are fully custom, down to module, action and field level.

What happens when a salesperson leaves?

Deactivate the user and bulk-reassign their leads, tasks and opportunities to a new owner with history intact.

Is data isolated between branches?

Yes, visibility follows the hierarchy you define, so branch data stays private by default.

Governance module

Users & Custom Roles

Access control that matches how you are actually organised. Build unlimited custom roles with create, read, update, delete and read-all control per module, then map users into branch, region and cluster hierarchies that drive data visibility.

Governance in motion

live

01Role: Branch Manager
02Module CRUD mapped
03Hierarchy: 4 levels
04Data privacy enforced

Roles defined

20+

Modules governed

Unlimited

User cap

In plain language

What users & custom roles means in practice

Users, roles and hierarchy decide who can see and do what. LEMAI models branches, regions, clusters and reporting lines, then derives data visibility from that structure.

Use cases

How teams use it every day

Branch data privacy

One branch cannot view or poach another branch's leads.

Export control

Only approved roles can export contact data, reducing leakage risk when reps exit.

Read-only leadership

Promoters and investors get dashboards without edit rights.

Moving from Shared logins and shared files

Individual accountability and no anonymous edits.

Moving from An existing CRM

Deep hierarchy and field-level permissions without per-seat premium tiers.

How it works

From capture to closure

Define roles

Any number of roles, each with module-level permissions.

Build hierarchy

Users → branches → regions → clusters, mirroring your org chart.

Scope data

Visibility follows hierarchy, so managers see their tree and nothing else.

Audit

Ownership and activity history on every record.

Capabilities

Everything in this module

Proper hierarchy management with reporting lines
Data privacy between users and branches
Unlimited users and unlimited custom roles
Module-level CRUD plus read-all permissions
Active / inactive user control

Why it wins

What competitors charge extra for

Unlimited custom roles at every price point
Module-level CRUD plus read-all as separate switches
Branch, region and cluster levels shipped as standard entities
No enterprise tier required for real data privacy

Multi-location businesses

Branch heads work their own pipeline without seeing everyone else's.

Small teams planning to grow

Structure ready before you open the second location.

FAQs

Users & Custom Roles questions, answered

Next moduleCustom Dashboards & Forms

Get started

See Users & Custom Roles on your own data

We will configure a sandbox with your stages, products and roles so you can judge it on your own process — not a generic demo script.

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